Returns use ADJUSTED closes (splits + dividends).
Volume as VALUE TRADED — close × volume, in USD.
| Year | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | SDY | SPY | Δ |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 · ytd | +6.9% | +4.8% | −5.8% | +2.8% | −0.5% | +2.6% | +1.9% | +1.6% | — | — | — | — | +14.6% | +13.4% | +1.2pp |
| 2025 | +1.8% | +2.8% | −1.3% | −3.4% | +2.8% | +1.5% | +0.9% | +3.2% | −0.3% | −2.0% | +2.6% | −0.4% | +8.2% | +17.7% | −9.5pp |
| 2024 | −1.2% | +1.7% | +5.0% | −3.0% | +2.3% | −1.6% | +6.0% | +3.8% | +2.1% | −2.7% | +4.2% | −7.5% | +8.4% | +24.9% | −16.4pp |
| 2023 | +3.5% | −2.8% | −1.1% | +1.0% | −6.1% | +5.2% | +3.5% | −3.6% | −5.3% | −2.7% | +6.9% | +5.3% | +2.6% | +26.2% | −23.6pp |
| 2022 | −2.2% | −1.1% | +3.1% | −3.2% | +2.4% | −5.9% | +6.6% | −2.3% | −9.3% | +10.3% | +6.8% | −4.0% | −0.5% | −18.2% | +17.6pp |
| 2021 | −0.6% | +5.3% | +7.3% | +4.0% | +2.2% | −1.9% | +0.7% | +1.3% | −5.1% | +4.8% | −2.0% | +7.8% | +25.3% | +28.7% | −3.4pp |
| 2020 | −2.9% | −8.9% | −15.3% | +10.1% | +3.3% | +1.1% | +2.6% | +3.0% | −3.4% | +0.1% | +12.3% | +3.0% | +1.7% | +18.3% | −16.6pp |
| 2019 | +6.3% | +4.2% | +0.8% | +2.1% | −5.6% | +5.9% | +0.9% | −2.4% | +3.9% | +1.6% | +1.9% | +2.0% | +23.3% | +31.2% | −7.9pp |
| 2018 | +1.9% | −4.9% | +0.1% | −0.4% | +1.3% | +1.4% | +3.9% | +2.0% | +0.3% | −4.8% | +4.9% | −7.8% | −2.7% | −4.6% | +1.8pp |
| 2017 | +0.7% | +3.0% | −0.2% | +0.6% | +0.1% | +0.7% | +1.1% | −0.9% | +3.1% | +1.3% | +4.2% | +1.2% | +15.8% | +21.7% | −5.9pp |
Month-end over prior month-end; a blank cell is no return.
Basis. Both columns share one basis, so Δ is like-for-like.
End-of-day closes; a “ytd” or “part” year is not a full year.
| Month | Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Years ⓘ | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 21 | 20 | 20 | 20 | 21 |
| Positive ⓘ | 57% | 71% | 71% | 76% | 62% | 52% | 86% | 57% | 50% | 55% | 80% | 67% |
| Median | +0.4% | +2.2% | +1.0% | +1.9% | +0.6% | +0.7% | +2.6% | +1.3% | −0.0% | +0.7% | +2.2% | +1.1% |
| Best | +6.9% | +5.3% | +12.1% | +13.6% | +3.3% | +5.9% | +9.7% | +4.3% | +9.1% | +10.3% | +12.3% | +7.8% |
| Worst | −13.4% | −13.3% | −15.3% | −3.4% | −6.8% | −15.0% | −5.0% | −5.0% | −9.3% | −12.0% | −6.0% | −7.8% |
| vs SPY ⓘ | −0.7pp | +0.0pp | +0.4pp | −0.5pp | −1.2pp | −0.2pp | −0.5pp | +0.1pp | −0.1pp | −0.5pp | +0.2pp | +0.0pp |
249 monthly observations · 2005–2026 · benchmark SPY
